RealMcCoin (@RealMcCoin) header
RealMcCoin (@RealMcCoin) profile picture

Diversified investor chasing alpha.

Joined June 2017
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The amount of innovation - and financial engineering - Jensen has done to catalyze the AI trade is staggering and impressive If he blows the whole thing up with his dick that would surely be one of, if not the most tragicomic events in the history of capitalism
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Incredible to see! $DGXX Alabama site will be powering $CBRS inference soon… ⚡️
Consumer agents are the next frontier of AI. But right now, they're slower than a person with an iPhone. Consumers are incredibly impatient. Google learned this years ago. Where they showed delays of a few milliseconds changed how often people searched and how long they stayed. If I ask you to wait 8 seconds for a website to load, you’re gone. Now look at today's AI assistants. Our team asked the leading ones to book a dinner reservation. A person can do it by hand in 37 seconds. The assistants took up to 7 minutes and 40 seconds. So we built a prototype assistant on @Cerebras, tuned for this task. It booked the same table in 22 seconds, faster than a person could. It checked every restaurant in parallel, rather than sequentially. We taught it how the booking site worked ahead of time, so it didn't have to guess. And every call to the model came back in a fraction of the time because it ran on the Cerebras Wafer-Scale Engine. This was just one task. There is a lot more work to do before agents can handle every errand this well. But it shows what's coming. The leverage these assistants can give is enormous. The real breakthrough will come when agents are faster than we are. Then consumers will hand them everything. Fast inference is a big part of getting there. That's the future we're building for at @cerebras.
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Real shame that @DigipowerX flagship location isn’t in Alabama and $DGXX CEO @michelamar3 wasn’t at Tommy’s election watch party. Oh wait, we sure are and he sure as heck was. “Sweet Home Alabama… In Birmingham (right next to Colombiana) they love the governor….” teapaw.org/behizytweets/status/21…
Alabama is about to experience an economic boom like we've never seen before. Incoming Governor Tommy Tuberville has announced that the state will be welcoming data centers and teach all elementary school kids to use AI. "We're going to do data centers. It will help you tremendously. The tax money that comes from those things is unbelievable for schools, for law enforcement, for anything that's done." "I think there are 27 states that said we aren't going to build data centers — We're NOT going to do that. 'It makes too much noise, It's going to ruin the climate — BULL CRAP. They are listening to all this nonsense they see on social media that's coming from China because China does not want us to grow." This is how serious leaders act. @CoachForGov is a serious leader.
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Tough times don’t last... When people throw in the towel and capitulate this is where money is made. $DGXX
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USDC Robotics division has finally been unveiled! (Our robots on the moon are more believable than the ones from 1969)
Replying to @elonmusk
@elonmusk, room for one more on the next mission? 🚀🌕 Our vision: USDC robotics powered by DigiPowerX’s energy and AI infrastructure. Built for opportunities on Earth. Inspired by possibilities beyond it. Big ambitions start with bold ideas. $DGXX
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And people are bearish on AI infrastructure…
Replying to @aaronburnett
Agentic demand is growing faster than I’ve ever seen anything grow
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My friend Dr. Jesse is a visionary, forward thinker. Check out his new article.
A surgeon's argument that a new human species has already been born, and that you are it. @elonmusk @PeterDiamandis
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Not even a hurricane can stop this train from leaving the station! ⚡️💪🏻🙌
Our ARMS 200 module at the Alabama site withstood the effects of Hurricane Isaias, sustaining no damage and maintaining uninterrupted operations throughout the event.
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RealMcCoin retweeted
Supermicro has partnered with @DigiPowerX to offer dedicated, bare-metal access to the latest @nvidia Blackwell GPUs without requiring customers to build or manage the underlying infrastructure themselves. Read the case study to learn more about the NeoCloudz platform: hubs.la/Q04zP6NS0
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On site here in Alabama Huge thank you to all the hard working people here twisting wire making electrical connections, pouring concrete, working the cranes, digging those trenches,  welding all the ground networks, etc.  You are real American heroes! ⚡️ @michelamar3 $DGXX
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Warsh is a total politician- all talk, no action.
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RealMcCoin retweeted
Yep. This arrived faster than the form.
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I just added to my $DGXX position for the first time since I did the two PIPEs back in 2024. I believe in @michelamar3 and the @DigipowerX team. Some tell stories, some execute.
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$DGXX won’t stay this way forever. @michelamar3 is on a mission.
Valuation per MW of Data Center Operators $DGXX is the cheapest, $WYFI is the most expensive, and $IREN is the cheapest neocloud • Digi Power X | $DGXX: $0.2B EV / 400 MW = $0.5M EV/MW • Soluna | $SLNH: $0.2B EV / 206 MW = $1.1M EV/MW • Bitdeer | $BTDR: $4.4B EV / 2,825 MW = $1.5M EV/MW • HIVE Digital Technologies | $HIVE: $0.9B EV / 564 MW = $1.6M EV/MW • MARA Holdings | $MARA: $3.6B EV / 1,900 MW = $1.9M EV/MW • CleanSpark | $CLSK: $3.7B EV / 1,800 MW = $2.1M EV/MW • IREN | $IREN: $16.8B EV / 5,800 MW = $2.9M EV/MW • KEEL Infrastructure | $KEEL: $2.2B EV / 648 MW = $3.4M EV/MW • Riot Platforms | $RIOT: $7.3B EV / 2,000 MW = $3.6M EV/MW • Core Scientific | $CORZ: $8.5B EV / 2,115 MW = $4.0M EV/MW • TeraWulf | $WULF: $10.5B EV / 2,018 MW = $5.2M EV/MW • Applied Digital | $APLD: $11.8B EV / 2,150 MW = $5.5M EV/MW • Hut 8 | $HUT: $16.8B EV / 2,040 MW = $8.2M EV/MW • Cipher | $CIFR: $11.3B EV / 1,177 MW = $9.6M EV/MW • WhiteFiber | $WYFI: $1.1B EV / 110 MW = $10.1M EV/MW • Nebius | $NBIS: $64.0B EV / 5,000 MW = $12.8M EV/MW • CoreWeave | $CRWV: $80.4B EV / 4,200 MW = $19.1M EV/MW
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Sure feels like the global #bond markets are breaking. How are we going to avoid a sovereign debt crisis?
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Some tell stories, some execute.
DigiPower X CEO @michelamar3 takes you inside the Company’s AI Infrastructure Campus in Columbiana, Alabama, showcasing the technology and infrastructure being deployed for the next generation of high-performance computing and artificial intelligence. The facility features DigiPower X’s ARMS 200 modular infrastructure, designed to support NVIDIA B300 GPUs with advanced direct-to-chip liquid cooling, high-density power delivery, resilient power distribution and modular scalability. Michel highlights the key components behind the deployment, including the IT-load modular system, liquid-cooling infrastructure, switchgear and redundant backup generation designed to support demanding AI workloads. The goal is clear: deploy AI compute faster, more efficiently and at significantly higher density. DigiPower X — Powering Intelligence at Scale. $DGXX $DGX #DigiPowerX #DGXX #AIInfrastructure #DataCenters #ArtificialIntelligence #NVIDIAB300 #NVIDIA #GPUInfrastructure #HighPerformanceComputing #HPC #LiquidCooling #DataCenterInfrastructure #AIDatacenter #DigitalInfrastructure #Alabama
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long $SLV and $GDX
$SLV $GLD $GDX They say the Gold Miners lead. Gold has followed. Now it's Silver to give us that God-like candlestick and soon. Get ready. Has THAT look...
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⚡️⚡️⚡️
Alabama AI data center — building 24/7 and ahead of schedule. Execution is our priority. ⚡️ $DGXX
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